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Hedge Funds Similar to DC Investments

13F Portfolio OverlapQ2 2026DC Investments portfolio →
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Most similar hedge funds by 13F overlap

DC Investments Management, LLC is an institutional investor managing $293M across 55 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DC Investments are Sageworth, Fi3 FINANCIAL ADVISORS, Weil Company, with shared positions in $DOV, $MDY, $ASML, $INTU, $EXC, $PPL. The full ranking of 25 similar funds is below.

#1Sageworth Trust CoActive
Substantial overlap · 3 shared positions
$DOV$MDY$ASML
$2.5B
127 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$DOV$INTU
$418M
232 positions
#3Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MDY$INTU
$568M
133 positions
#4Newton One Investments LLCActive
Notable overlap · 5 shared positions
$DOV$EXC$MDY$PPL$NI
$397M
146 positions
#5HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$EXC$ED
$285M
1,293 positions
#6Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$INTU$ASML
$406M
308 positions
#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 3 shared positions
$ASML$DOV$ED
$2.1B
131 positions
#8Ted Buchan & CoActive
Notable overlap · 4 shared positions
$ASML$MELI$INTU$UBER
$306M
95 positions
#9NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 3 shared positions
$ASML$DOV$UBER
$606M
79 positions
#10HITE Hedge Asset Management LLCActive
Notable overlap · 10 shared positions
$GPOR$DVN$EXE$AEP$EVRG$NI
$1.8B
125 positions
#11GENERAL AMERICAN INVESTORS CO INCActive
Notable overlap · 4 shared positions
$ASML$UBER$TYL$AEP
$1.7B
73 positions
#12MayTech Global Investments, LLCSmart money
Notable overlap · 4 shared positions
$ASML$MELI$UBER$DOV
$900M
22 positions
#13Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$ASML$MELI$UBER
$411M
15 positions
#14Pennant Select, LLCActive
Notable overlap · 3 shared positions
$ASML$AR$EXE
$225M
15 positions
#15JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 3 shared positions
$ASML$MELI$UBER
$2.9B
77 positions
#16Dorsey Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$ASML$UBER$SUNB
$1.6B
11 positions
#17BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$MDY$AEP$UBER$NI
$144M
260 positions
#18Cox Capital Mgt LLCPassive
Some overlap · 3 shared positions
$ASML$UBER$RRC
$180M
81 positions
#19Chronos Wealth Management, LLCActive
Some overlap · 4 shared positions
$ASML$AR$DVN$AEP
$225M
38 positions
#20Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$AEP$MDY
$254M
86 positions
#21Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$ASML$ED$AEP
$448M
500 positions
#22FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$AEP$AEE
$149M
155 positions
#23BARINGS LLCSmart money
Some overlap · 3 shared positions
$DOV$SE$DVN
$5.6B
191 positions
#24Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$ASML$MELI$UBER$EQT
$456M
50 positions
#25Brightwater Advisory LLCActive
Some overlap · 3 shared positions
$DOV$MDY$AEE
$158M
59 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.